Challenges and Approaches in Global Development and Delivery

Challenges and Approaches in Global Development and Delivery Mats Göthe - mats.gothe@se.ibm.com Kathryn Fryer - fryerk@ca.ibm.com Solution Architects, Rational Green Thread Team IBM Rational Software Development Conference 2007 2007 IBM Corporation

Agenda GDD Trends, Challenges and Approaches GDD Scenario Study Summary and Conclusions

Agenda GDD Trends, Challenges and Approaches Globalization and Outsourcing Trends Challenges for Global Delivery Teams Global Delivery Trends GDD Reference Architecture Patterns GDD Scenario Study Summary and Conclusions

Globalization and Outsourcing Trends Global Sourcing is Here to Stay and is Evolving Evolving From Evolving To Offshore labor primarily in India Offshoring provides cheaper labor Labor in multiple geographies around the globe Offshoring provides efficient access to a larger talent pool and leading edge technologies Numerous tactical vendors 3-5 strategic outsourcing vendors Predominantly maintenance Predominantly technical programming Global delivery is a specialty New development lifecycle; design and test Consulting, business process outsourcing, SOA, and infrastructure Global delivery (chain) is the standard Sources: Future of IT Services, Bernstein Research, May 22, 2006; Gartner on Outsourcing, Gartner, December 14 2005; Future of Outsourcing, Forrester Research, Oct 24, 2006 Global delivery will continue to grow and evolve -- away from a simple cost play for lower value services

Business Drivers and Global Delivery Challenges Business drivers Acquisitions and mergers Increased flexibility to adapt quickly Budget cuts / cost reductions Skill shortage Variable staffing model Application backlogs Competitive edge with decreased time to market and low cost solution Global Development and Delivery Creates Customer pain points Mismatched and misunderstood process Communication issues Cultural issues Decreased productivity Increased rework Mistakes in work transfer Higher coordination costs Lack of project visibility, agility and control Lack of project metrics unable to measure success Political issues Lack of security IP protection Gartner survey of 219 clients who outsourced projects offshore and domestically half are expecting to fail to deliver anticipated savings 5

Global Development and Delivery Trends Organizational Trends Traditional > Local ownership by branch and application/product Trend > Local ownership into Global Delivery Chain Emerging > Global organizational distribution Development Infrastructure Trends Traditional > Corporate enterprise replication backbone Trend > Reduction to replication hubs with geographic WAN coverage Emerging > Centralized infrastructure (in-house or as a service) Community style Collaboration Trends Traditional > Integrated tools, e-mail and phone conferences Trend > URL references, chat, wiki and web conferences Emerging > Embedded contextual collaboration

GDD Reference Architecture Patterns * Core Site Coordinating central site Product and project management, senior development Concentration of system and software development resources Sub Site Contribute local resources to project Collaborates with and communicates metrics to core site Includes data repositories and Remote Services Trusted or Untrusted Independent Site Remote Site Developers access assets and collaborate via Remote Services at core or subsites Mobile users or small group of resources on remote location Minimal infrastructure Trusted or Untrusted Projects use resources from core site as well as other sites Includes data repositories and administration Remote Services Independently extends or delivers to projects Local independent project mgmt and development resources Metrics may be communicated to mgmt at core Site Includes data repositories Trusted or Untrusted Considerations: Distribution of governance Distribution of delivery chain Distribution of repositories Security zoning Support for remote access * Elaborated IBM Rational ECM Community of Practice. Presented by Daniel Toczala,

GDD Reference Architecture Patterns Components and Deployments Sub Site (trusted) Core Site Remote Site (trusted) MS CC/CQ/RP RPM/BF Independent Site (trusted) Security Zone Remote Site (untrusted) Global Site Replication

Sample GDD Reference Architecture Hub and Spokes Architecture. Core Sites are replicated to each other. Sub Sites are replicated to a single Core Site. Remote sites connect via WAN to geographically closest Core or Sub site. - Core Sites - Sub Sites - Independent Sites - Remote Sites

Agenda GDD Trends, Challenges and Approaches GDD Scenario Study JK Enterprises Scenario Rational Cross-Product Green Threads Scenario Context Rational Solution Verification Test Environment Solutions Validated Summary and Conclusions

Rational Cross-Product Green Threads Definition Workflow across a set of products to solve a complex customer problem From Product-Centric to Solution-Centric Goals Move beyond point product thinking Deliver solutions that solve real-world customer problems Identify and prioritize key issues and roadblocks to product development Provide guidance and recommendations for customers to use Organization Reporting to VP Development Collaborative effort with product and offering management, marketing, engineering, and field teams

Does the Rational GDD Team Practice Global Development and Global Collaboration?

GDD Green Thread Scenario Context Development of 1st Release JKE-US (11+) JK Enterprises Scenario Transform local development organization to a global and outsourced delivery project Execute global development and maintenance workflows JK Enterprises Challenges Environment JKE-US (11+) JKE-EU (5) Remote access via WAN and web with acceptable performance Secure access to information and assets Governance Development of 2nd Release 1st Release in Production GSI-India (10+) Maintenance of 1st Release Agility of project setup / launch Process and governance of distributed and outsourced project(s) Collaboration Collaboration across team(s) and sites Knowledge transfer and reuse from acquisition

GDD Green Thread Scenario Context (cont) JKE-US C JKE-EU R SOA Application in Production Tivoli Provisioning and Monitoring Tools ClearCase, Build Forge ClearQuest (TM/BM/DT) ReqPro / RPM Security Collaboration Reporting Process Rational Web Platform Terminal Server Rational ADC and ASQ tools WAN and Web clients System Test Rational ADC and ASQ tools LAN clients GSI Rational ADC and ASQ tools WAN and Web clients

Rational Solution Verification Test Environment US Site EU Site IT Operations Application Deployment (Production Server) On-site/Mobile Desktops (Developer, Non-developer, Administrator) VPN Integration and Validation Infrastructure Build Server Build Agents BVT Test Server System Test Server Security Zone On-site/Mobile Desktops (Developer, Non-developer) Corporate Infrastructure Corporate Security Server (LDAP) Collaboration Server Proxy Server Firewall GSI Site Development Infrastructure Project Development Server Project Web Server RPM Application Server Citrix Terminal Server Terminal Server Web VPN On-site/Mobile Desktops (Developer, Non-developer)

GDD Green Thread Scenarios GDD Setup Thread GDALM New Development Thread

GDD - Setup Thread Plan Project Establish Process Establish Security Prepare Solution Build Environment Establish Knowledge Management Project Manager Define and Assign Resources Plan Phases and Iterations Define monitoring & controls Publish Project Plan Process Engineer Develop Project- Specific Content Configure Process & templates Review and Publish process Tool Admin IT Admin Establish network access control Establish tool access control Establish asset security Tool Admin Build/Release Engineer Configure CC schema Configure TM (CQ) schema Configure RA projects Configure PPM controls (reports) Populate CM environment Configure build environment Configure test environment Configure provisioning Project Manager Tool Admin Establish learning resources Set up search and indexing Set up web platform Set up team collaboration Verify tool configuration Provision clients

GDALM - New Development Thread Manage Change Evaluate Change Approve Change Architect Change Implement Change New requirem ent! Submit CR Project Manager Assign Change for Evaluation Approve/Baseline Requirement(s) Re-Plan Schedule and Assign Change Integrate Change System Analyst CCB Solution Architect Developer Analyze and Collaborate Add (Proposed) Requirements Update Change Request Review Feasibility Approve Requirement Review / Analysis Conceptualize Design Identify Solution Components Reuse Solution Components Review/Approve Design Review Design Implement Unit Test Review/Approve Implementation Deliver Change Set Validate Change Resolve Change Release Engineer Integrate Delivery Build and Validate Baseline Announce Test Manager Promote to Test Deployer Prepare Test Environment Deploy to Test Environment Test Architect Test Engineer Plan Test / Review & Approve Execute Test Evaluate Test Project Manager Resolve CR Verify Completeness Approve for Release Hand-off & transition to Ops

Agenda GDD Trends, Challenges and Approaches GDD Scenario Study JK Enterprises Scenario Solutions Validated Success factors for Global Development and Delivery Development process definition and global alignment Traceability from requirements to test Central build - test deploy infrastructure Global contextual collaboration Security approaches Summary and Conclusions

Success Factors for Global Development and Delivery Global coordination and oversight Consistent metrics, processes, tracking Well-defined and consistent workflows Automate where possible Track change across development processes and lifecycle (e.g. change requests) Clearly define roles, responsibilities, hand-offs Clear and accessible communication Collaborate in context and record communications Ensure team member notification Address cultural, social, time zone differences Inventory and information management Artifacts that make up applications need to be cohesively managed, accessed and versioned

Success Factors for a GDD Solution Governance Preconfigured roles, workflows, responsibilities, and tracking of development across a distributed organization Access Role-based access to project artifacts wherever - whenever Usability Easily accessible, role-based tools; integrated and packaged to support distributed development Collaboration Effective communication between contributors in the context of development artifacts and workflows Scalability Solutions that scale from small local teams to large geographically-distributed teams, with agility and with controlled cost of ownership. Security Protection of IP in a network of WAN / LAN / Internet connections with in-house, outsourced and partner contributors Administration Administration and provisioning of a team platform supporting distributed development that has a cost of ownership in parity with other IT platforms

Development Process Definition and Global Alignment Approaches and Benefits Define and publish common processes with Method Composer Accessible and trackable by all team members Including Roles, Tasks, Delivery Processes Include Project Specific Guidance and Tool Mentors Align project plans to adopted process Generating WBS in Portfolio Manager from exported process templates Leverage Portfolio Manager to track work, balance resources, monitor effort Import work items from CQ for more complete task view Track common metrics to enable consistent visibility and control Defects and defect density Schedule and cost indicators Test case execution Churn Challenges and Recommendations GDD-specific process guidance beginning to emerge Combination of RPM, PjC, and SoDA to provide reporting coverage Coming Improvements GDD Redbooks and RUP method plug-in (RSDC Solution Village) Jazz OOTB Process and Project Planning (SDP08 /SDP09)

Traceability from Requirements to Test Approaches and Benefits Leverage integration with WebSphere Business Modeler to trace requirements to business needs Trace to architectural elements in Rational Software Modeler/Architect models Requirement proxies in ClearQuest for traceability to and reporting on: UCM activities Test plans and test cases Test results, logs, Defects RequisitePro baselines stored in ClearCase Manage requirement change in ClearQuest via Enhancement and Change Requests Challenges and Recommendations Use RPM workflow for requirement approval Use terminal services for remote RSx/WBM access Implement ReqPro security with Multiple projects with cross-project traceability Access to select CQ requirement proxies Coming Improvements Jazz ALM model (SDP08 /SDP09) GDALM model (RSDC Solution Village) Business Analyst System Analyst Engineering team WebSphere Business Modeler Business Models Rational Software Architect Models ClearCase Business Models ReqPro Baselines Models ReqPro Baselines ReqWeb RequisitePro ClearQuest RPM Proposals Project Plans Reviews / Approvals Credit Business (BM template) Account Management (RUP template) Requirements (proxy) Enhancements Change Requests UCM Activities Test Plans (Conf) Test Cases Defects

Contextual Collaboration Approaches and Benefits Leverage Web UI for contextual collaboration workflows URLs can be copied or constructed, and shared ClearQuest and CQTM Record and Queries Build Forge assets and reports RequisitePro Requirements and Views Files controlled in ClearCase Web views Collaboration mechanisms available in many tools ClearQuest Notes and Notifications RequisitePro Discussions and Notifications Portfolio Manager Communications and workflow ProjectConsole sharing of reports Challenges and Recommendations Some tools are more helpful in providing a URL Scripting may be used to generate URLs Coming Improvements Jazz Collaboration (SDP08 /SDP09)

Central Build-Test Deploy Infrastructure Approaches and Benefits All JKE teams using central functions for Build using Build Forge and ClearQuest Build Tracking Test using ClearQuest Test Management Deploy using ClearQuest Deployment Tracking and Tivoli Provisioning Manager Builds managed by central Build Engineer role Build records and Deployment records created by build script Roles, Environments, Releases setup for JKE Standard CQTM test plan structure Challenges and Recommendations Execute CQTM local to test environment (alternative) Use terminal services for test team (alternative) Use global CQTM replication (alternative) Upload test results Engage with IT Operations team to implement TPM deployment automation Practices exemplified in Build and Deployment Automation Proof of Technology Coming Improvements Styx deployment automation (QM03)

IBM Rational Software Development Conference 2007 Security Approaches Approaches and Benefits Implement effective security gate-keeping with firewalls, Rational Web Platform and LDAP Secure SSL connections and firewall routing policies Easy to grant and revoke access All assets and central workflows stay in-house Reject 3rd-party access to RequisitePro requirements Grant access to ClearQuest and control with SecurityContext Grant access to selected requirements in ClearQuest Implement project-based security (Rel1 vs Rel2 security policies) Grant role-based access to RPM and Build Forge Challenges and Recommendations Implement ClearCase security on VOB level Implement RequisitePro security with Multiple projects with cross-project traceability Asset type security classification Access selected requirements in ClearQuest Implement ClearQuest security with SecurityContext Coming Improvements Team Server security (CRMA45 / BOF) GDALM model (RSDC Solution Village)

Agenda GDD Trends, Challenges and Approaches GDD Scenario Study Summary and Conclusions Rational GDD Solution Benefits Solution Improvement Areas

Rational GDD Solution Benefits u u u u u Flexibility - Supports a wide spectrum of distributed, replicated and centralized reference architectures Centralized web solution can lower TCO of administration and setup Common, scalable tools and workflow Traceability - Across the lifecycle from business models to requirements to test cases and results Collaboration - Through a variety of means Governance - Through process configuration, publication, and integration with project planning and governance Cross-repository reporting and roll-ups Breadth of offering - Products across the lifecycle, with integrations across Rational and to other IBM brands

Continued Solution Improvement u Areas of focus Global development and delivery practices Improve project setup with out-of-the-box ALM solution Global development and delivery platform scalability and WAN access More complete and easier-to-configure reporting Security model with increased granularity u Global Development and Delivery solution improvements demonstrated at RSDC GDD Redbook (RSDC Solution Village) GDD RUP Plug-in (RSDC Solution Village) Jazz (SDP08 /SDP09) GDALM (RSDC Solution Village) Team Server (CRMA45 / BOF)

Questions

Thank You Mats Göthe mats.gothe@se.ibm.com Kathryn Fryer - fryerk@ca.ibm.com